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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,045 | $81,262-61.8% | $155,602-80.0% | $80,911-61.6% |
| Participation rate | 70.7% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | -0.26% | 33.34%-33.6pp | 64.81%-65.1pp | 35.63%-35.9pp |
| Employer contribution / active EE | $6,522 | $3,102+110.2% | $4,675+39.5% | $2,756+136.7% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,645 | $7,992-16.9% | $15,923-58.3% | $6,935-4.2% |